Sequences

Admin only. Premium.

A sequence is an automated multi-step follow-up cadence that starts when a contact lands in a chosen stage.

How it works

• You pick a trigger stage (e.g. New Lead).
• You define steps, each with an offset in days from the trigger and a channel (email or a reminder) and a template.
• When a contact moves into the trigger stage, the sequence starts. Each step fires on its offset day.

Example: trigger New Lead → day 0 intro email → day 3 check-in reminder → day 7 "last try" email.

Sends are mocked

Sequences currently record each step as a run (a SequenceRun — what would have been sent, to whom, when) rather than actually delivering email. This lets you build and see the cadence working end to end. Wiring a real email provider is a small change for a developer — see the developer docs.

Managing sequences

The Sequences screen lists your sequences, whether each is active, its trigger stage and steps. Toggle a sequence off to stop it starting for new contacts; contacts already in it aren't affected.

Free plan

You can view the sample sequences and see their runs on the demo data. Creating your own needs premium.